How many of you hold the paranoid illusion that you're a fraud at what you do and will eventually be exposed for all to see?

How hard is a career pivot from digital advertising to a product manager or even developer? I’m learning python 🐍 and at the point where I’m working on a pretty advanced project. I think having technical skills in combination with digital marketing can increase my net worth in the long run .

I see two crowds these days. One thinks housing market will crash. The other thinks housing market will soar.

The contrarian in me makes me think this is a decent indication that housing market will stagnate (or increase minimally) for a few years.

As a general rules, I feel like the majority cannot foresee a crash/surge coming. The prevalence of such expectations would hamper the pre-conditions necessary for such a dramatic change.

Any one doing home mortgage with First Republic? Do they have conditions like rollover old 401ks with them?

So working on an aging monolith system and trying to put a whitepaper together to explain the reasoning for transition to a headless setup.

Starting with absolute basic of separation of concerns and git branching projects and cloud / blob hosting for imagery on a cdn.

These are the quick wins I think.

Just looking for some insight if anyone has any experience on something like this. The backend is java IBM I series and the front end makes me want to cry.

Finance has received quite a bit of flack for lack of gender diversity - but how can firms go about attracting and retaining more female talent?

10/15 Thread (BC):

EY folks - how do I increase my firm group life insurance coverage (not the group universal / variable policy)? My wife’s coverage is at like 3x my salary but mine is only at 1x my starting salary from 5 years ago…

Anyone have a good tax person in Philly

Have you ever taken a trip to Israel? If so, what tour company or guide did you go with? Considering a trip later this year or next year

My SO adds very little to our relationship. She has a dead end job. I cook. I work. I oversee finances. I plan trips. She doesn’t have a voice in the relationship. I’ve asked her to give her perspective but she always defaults to mine bc she thinks I’m smarter/worldly. She feels intimated by me and my social circle. Lately, I’ve found myself thinking for her. Anticipating her wants and needs and then adjusting my behavior to meet them. Which she appreciates but it’s frustrating 29M 27F

Looking for Job Switch as Business Analyst.
will complete my 2yrs in June'21.

Skill Set :- SQL , tableau , Python .
Machine Learning(Ongoing).

Any leads would be helpful.

I’ve 3 years of sales experience in retail ( reached 90k over target) and 2 years of digital marketing experience, I love selling and building connections with people, I want to join a Saas company and work as a SDR but keeping getting rejected due to the fact that I’ve no saas selling experience. I love to learn! Is there any recommended courses or anything I can do to get my foot in the door?

I’m a native English and mandarin speaker based in Dublin, Ireland.

What’s the best sign off party/event for a big-ish team with a large budget (about $150-$200 per person limit)?

I’m looking to pivot from law to Human Resources. I have a JD but never was in a firm that did much employment law. Since I don’t have much hands on HR experience, I’d really appreciate any advice or specific jobs to look out for. Thanks!

For those of you who made your first million in net worth, what did you do next?

My favorite part of consulting is helping the consultants I manage improve their public speaking by designing talking points, reducing their fear or anxiety around speaking, and improving their executive presence.

I read about people on this platform needing help in these areas. At the same time, I’ve been wanting to spend more time helping more people with these topics. If anyone would be interested in sharing about their public speaking-related challenges, feel free to DM!

Seems to be a lot of Ed Jones people here. I’m curious how much AUM you’ve brought in through door knocking? It must work, otherwise they wouldn’t have you do it!

Finance has received quite a bit of flack for lack of gender diversity - but how can firms go about attracting and retaining more female talent?

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

Anyone in the Houston area?

What kind of multiples are you seeing/offering these days on practice acquisitions/sales?

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!

If pitching one stock was old school cold calling, what’s a new school cold call like?

At what salary point did you feel "content" if ever? At $90k, and I've always figured once I got to $200k I'd be "good" and chill out, thoughts on that?

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

I am a veteran advisor with 50mm under management. I am looking at two options.
Either take over an existing office at Edward Jones with 35mm or go independent with Raymond James. What would you do ?

For those of you who position yourself as retirement income specialists: How do you do so?

Have a buddy from college who has a firm in Europe. He wants to expand is looking for someone to run it together. Wife is begging for me to do, but I'd feel pretty uneasy up.

We get paid to be right all the time, to have the answers when other don't. I love being right. It drives me. But it's driving my relationships into the ground. Anyone have any good advice?

Does anyone else struggle networking with seniors? I really hate the superficial work talks and I find it super hard to find common ground with some of these people

Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?

There will be an annual holiday called OCCUPY WIREHOUSE where every May 18 financial advisors and their clients congregate arm in arm in front of each firm’s home office as a sign of solidarity.

How do you get comfortable eating alone at a restaurant?

Looking to grow my practice by acquisition I am CFP,CPA,MBA located in Central PA. Please let me know if you are interested in talking about your succession plan. Thanks!!

Client wants to buy individual stocks for his portfolio. Don’t care to manage unfettered stocks from clients that we catch blame when underperforming. What is your response to this client?

thoughts on wearing designer to the office? Ex. Shoes, Shirts, Purses/Briefcase/Messenger Bag